Thomas O’Rourke, CFA

Tom O’Rourke joined Rockefeller Global Family Office as a Private Advisor on Axiom Wealth Partners.  Prior to joining Rockefeller, Tom spent 22 successful years at BlackRock.  During his time at BlackRock he excelled as a Senior Portfolio Manager in the Separately Managed Accounts (SMA) Division, and as a Senior Portfolio Strategist in the U.S. Wealth Advisory Division

With over two decades of investment consulting expertise, Tom applies this experience to help clients achieve financial success.  He works with individuals, families, and institutions to design, build, and manage their wealth through highly personalized multi-asset portfolios.

Tom is an avid audio and music enthusiast.  He enjoys many different genres of music but is particularly fond of the Blues, especially Electric Blues.

Tom is a Chartered Financial Analyst Charterholder (CFA).  He earned his Master’s degree in Finance from Walsh College and a Bachelor’s degree in Economics from the University of Michigan-Flint.